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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,027 | $42,383-85.8% | $76,518-92.1% | $64,173-90.6% |
| Participation rate | 72.4% | 58.1%+14.3pp | 68.0%+4.4pp | 69.6%+2.8pp |
| Annual return | -39.87% | -16.54%-23.3pp | -0.27%-39.6pp | 7.63%-47.5pp |
| Employer contribution / active EE | $1,624 | $1,563+3.9% | $2,647-38.7% | $2,381-31.8% |
| Participant deferral / active EE | $3,081 | $2,566+20.1% | $3,836-19.7% | $3,470-11.2% |
| Admin fee / account holder | $15 | $3,198-99.5% | $4,849-99.7% | $4,887-99.7% |